PDFCX Mutual Fund

NAV$12.59

Returns Overview

1 Month
-0.24%
3 Months
+6.68%
6 Months
+6.59%
YTD
+6.32%
1 Year
+12.66%
3 Years (annualized)
+10.23%
5 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+7.64%
vs Peers
-1.32%

PDFCX Mutual Fund Performance

PDFCX performance across multiple time periods: 1-month -0.24%, YTD 6.32%, 1-year 12.66%, 3-year 10.23%, 5-year 5.24%.

PDFCX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

PDFCX performance comparison shows side-by-side returns with another fund. PDFCX alternatives are available in the Mutual Fund Screener.